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BENEFIT FINANCIAL SERVICES GROUP (2)
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BENEFIT FINANCIAL SERVICES GROUP (2)
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Last modified
8/19/2024 3:36:18 PM
Creation date
12/8/2022 4:31:46 PM
Metadata
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Template:
Contracts
Company Name
BENEFIT FINANCIAL SERVICES GROUP
Contract #
A-2019-037-01
Agency
Finance & Management Services
Council Approval Date
3/5/2019
Expiration Date
12/31/2024
Insurance Exp Date
1/24/2025
Destruction Year
2029
Notes
For Insurance Exp. Date see Notice of Compliance
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Perez, Rosie <br />From: CTrax <certificate-request@ctraxjdidata.com> <br />Sent: Thursday, October 13, 2022 9:24 AM <br />To: Perez, Rosie; denise.martinez@hubinternational.com <br />Subject: Internal Notice of Compliance <br />NOTICE OF COMPLIANCE <br />CITY STAFF: PRINT THIS PAGE AND INCLUDE WITH AGREEMENT TO THE CLERK OF THE COUNCIL <br />Contractor BFSG, LLC <br />Name: <br />Project A-2019-037 <br />Number: <br />Project Agreement To Provide Independent Investment Advisory Services <br />Name: Pertaining To The City's 457 Deferred Compensation Plan <br />The Certificate of Insurance (COI) submitted indicates that the coverages are in compliance with the <br />insurance requirements. No further action is required at this time. <br />The compliant coverage(s) are: <br />TYPE OF INSURANCE 'POLICY NUMBER EXPIRATION CO[DATE <br />DATE <br />AUTOMOBILE LIABILITY <br />GENERAL LIABILITY <br />PROFESSIONAL LIABILITY <br />WORKERS COMPENSATION AND EMPLOYERS' <br />LIABILITY <br />31UENBC0554 01/01/2023 09/21/2022 <br />31UUNAX3391 01/01/2023 09/21/2022 <br />47EPF15094503 01/24/2023 09/21/2022 <br />31WBEL9793 <br />01/01/2023 09/21/2022 <br />FILE NAME <br />City -of -Santa - <br />Ana BFSG,- <br />LLC_BFSG,-LLC-22- <br />23 9-21- <br />2022_1401631336.pdf <br />City-of-Santa- <br />Ana_BFSG,- <br />LLC_BFSG,-LLC-22- <br />23 9-21- <br />2022_1401631336.pdf <br />City -of -Santa - <br />Ana BFSG,- <br />LLC_BFSG-E&O- <br />Excess_9-21- <br />2022_1072477671.pdf <br />City-o£-Santa- <br />Ana_BFSG,- <br />LLC_BFSG,-LLC-22- <br />23 9-21- <br />2022_1401631336.pdf <br />1 <br />
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